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Account Tune-Ups: Getting Ready for Marketplace Open Enrollment

July 2020

ACE TA Center

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Explanation of how to conduct Account Tune-Ups for eligible clients in the months leading up to Open Enrollment. Goal is to make sure enrollment appointments are quick and efficient starting on November 1. An Account Tune-Up is to ensure that:

  • Marketplace accounts are up to date
  • No insurance payments are owed
  • Income taxes are filed to ensure future eligibility for Advance Premium Tax Credits

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